Overview

Seeking advisors who are interested in equity succession planning for their current practice. We are a regional firm with 120 Advisors in the Midwest managing over $2B, including offices in Kansas, Missouri, Nebraska, Iowa, Illinois, Wisconsin, Indiana, Ohio and Michigan. Would enjoy the opportunity to indroduce our firm:
For KS, MO, NE, IA - Dan (___-___-____, ___
For WI, IL, MN - Dave (___-___-____, ___

Last Activity
within 6 months

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